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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,402 | $48,364-80.6% | $71,796-86.9% | $62,881-85.0% |
| Participation rate | 68.1% | 60.6%+7.5pp | 69.1%-1.0pp | 69.3%-1.2pp |
| Annual return | 14.43% | 13.16%+1.3pp | 78.04%-63.6pp | 20.14%-5.7pp |
| Employer contribution / active EE | $2,577 | $1,042+147.3% | $1,924+33.9% | $2,281+13.0% |
| Participant deferral / active EE | $1,984 | $2,091-5.1% | $2,794-29.0% | $3,203-38.1% |
| Admin fee / account holder | $8 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |